Last Updated
Overview
IRS Solutions streamlines the tax resolution process with features like automated transcript monitoring and OIC calculators. Although it focuses exclusively on federal tax issues, limiting state-specific actions, its specialized toolset provides unmatched support for IRS dealings. Nonetheless, IRS Solutions empowers agents to resolve cases with greater speed and precision.
IRS Solutions Specifications
- Invoice Management
- Billing and Invoicing
- Alerts/Notifications
- Customizable Reports
What Is IRS Solutions?
IRS Solutions is an all-in-one tax resolution software platform built by tax professionals for tax professionals. It integrates directly with IRS systems to deliver automatic transcript downloads, instant analysis, and solution recommendations for Offers in Compromise, Installment Agreements, Currently Not Collectible status, and more. The platform includes IRS Advance Notice™ (IAN), a proactive IRS transcript monitoring and analysis tool that retrieves up to 100,000 transcripts per hour and automatically detects potential audits, federal tax liens, and other transcript changes. It can do this months before clients receive official IRS notification.
The platform serves Enrolled Agents, CPAs, and accounting, legal, and tax firms. It comes with case and practice management features, a white-labeled client portal, accredited continuing education, and pre-populated federal forms. Furthermore, customizable templates, invoicing with payment processing, and practice growth tools are also available.
IRS Solutions Pricing
The IRS Solutions cost ranges across the following three plans:
- Solo Practitioner: $189/month
- Multi-User License: $378/month
- Enterprise: Custom quote
Disclaimer: The pricing is subject to change.
IRS Solutions Integrations
Who Is IRS Solutions For?
IRS Solutions is ideal for a range of professionals across accounting and enterprise tax firms, including:
- Tax preparers
- Attorneys
- Certified public accountants
- Enrolled agents
- Tax resolution specialists
Is IRS Solutions Right For You?
IRS Solutions is designed for tax professionals who handle IRS resolution cases. It is built for Enrolled Agents, CPAs, tax preparers, tax resolution specialists, tax attorneys, law firms, and financial services professionals. The platform is particularly suited for practices managing large, high-volume active caseloads that need a complete tax resolution workflow. It is hosted on AWS GovCloud, is SOC 2® Compliant, and offers all features within a flat-rate membership with no per-case, per-transcript, or per-form charges, making it a fit for firms looking for predictable pricing as their caseload scales.
Still not sure about IRS Solutions? Contact our support team at (661) 384-7070 for further guidance.
IRS Solutions Features
Tax Resolution Management
The software enables professionals to manage complex cases efficiently by integrating directly with IRS systems for transcript retrieval. It provides instant analysis and recommends the best solutions for OIC and installment agreements, ensuring accurate case resolution.
IRS Advance Notice
IRS Solutions supports proactive client monitoring through continuous surveillance of IRS transcripts. It alerts users to potential audits, liens, or passport certifications months in advance. In this regard, it allows firms to address compliance issues before the client receives an official notice.
Client Management
The platform offers a secure, custom-branded portal where clients can easily upload documents and view their case status. This feature streamlines communication by centralizing all necessary forms and information, reducing the need for back-and-forth emails.
Invoicing And Payment
IRS Solutions facilitates seamless billing processes by allowing users to generate and send branded invoices directly. The system integrates payment processing options to help firms track receivables and improve cash flow without switching to a separate application.
IRS Solutions Reviews
Total 25 reviews
5
All reviews are from verified customers
Rating Distribution
5
Stars100%
4
Stars0%
3
Stars0%
2
Stars0%
1
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Share your experience
Accounting, 1-10 employees
Less than 6 months
“Amazing tool”
Pros
Having a former IRS Revenue Officer behind the product really makes a difference. Since I come from the same background I can tell he understands exactly what the IRS expects and has designed the software around those requirements.
Cons
Something that bothered me before was that not every document could be e-signed within IRS Solution but that has since been updated.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Accounting, 1-10 employees
More than a year
“handy workarounds”
Pros
The workaround options are really convenient and whenever I reach out with a suggestion I get a timely response. Shoutout to the team!
Cons
Nothing really comes to mind. If something isn't connecting support usually steps in and resolves it in a way that makes things lighter for me.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Accounting, 1-10 employees
Less than 6 months
“reliable tax workflow”
Pros
Getting started with this software didn't take much time at all. It's affordable covers all the features you need and the integration works extremely efficiently. Security is clearly treated as a top priority and the way client management and tax management work together makes the whole process feel very well connected. Also the support has been wonderful.
Cons
Would like a chat feature so communication with clients could be quicker and more convenient. My clients usually respond much faster to chats than they do to emails.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
What does IRS Solutions do?
IRS Solutions is an all-in-one tax resolution software platform that integrates directly with IRS systems to automate transcript downloads, analyze client tax data, and recommend resolution paths such as Offers in Compromise, Installment Agreements, and Currently Not Collectible status.
Who is IRS Solutions designed for?
IRS Solutions is built for Enrolled Agents, CPAs, tax preparers, tax resolution specialists, tax attorneys, and accounting, legal, and tax firms that handle IRS resolution cases.
What is IRS Advance Notice™ (IAN)?
IRS Advance Notice™ is a proactive IRS transcript monitoring and analysis tool that retrieves up to 100,000 transcripts per hour and automatically alerts practitioners to potential audits, federal tax liens, OIC activity, installment agreement changes, and delinquent passports — often months before clients receive official IRS notification.
What is included in the membership?
Every feature is included in one flat-rate membership: case and practice management, automatic transcript downloads and analysis, a white-labeled client portal, pre-populated federal forms, a 40+ state POA library, customizable templates, invoicing and payment processing, accredited CPE/CE continuing education, marketing tools, and one-on-one support and training.
Are there per-case or per-transcript fees?
No. IRS Solutions charges a flat-rate membership with no per-case, per-transcript, per-form, or per-training add-on fees.
Is IRS Solutions secure?
Yes. The platform is SOC 2® Compliant, hosted on AWS GovCloud, uses 256-bit AES encryption and TLS 1.2+, features continuous backups with redundancy, and all programming is done in the USA.
Does IRS Solutions offer a free trial or free version?
No. IRS Solutions does not offer a free trial or free version. A demo can be booked through the website.
What platforms does IRS Solutions support?
IRS Solutions is a web-based platform accessible through a browser. There are no native iOS or Android apps.